Valeria Benitez
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1PD · B2B SaaS · Lead UX designer · 2022

One place for ad data, then a test of how far marketers trust AI

1PD brings Google Ads and Facebook Ads data into a single platform. I led the UX from a set of Data Studio reports to a launched product, then prototyped an AI chat assistant and tested it with nine marketers.

Covered: research, product design, AI prototyping

My role
Lead UX designer, working with one junior designer.
Team
Founders in Australia, developers in Asia, me in Europe. Fully remote.
Timeline
January to December 2022. The AI concept followed in 2023 and 2024 as my own project.
Status
The first version launched. The AI assistant is a tested prototype.

The problem

In interviews with agency marketers and freelancers, the same three problems kept coming up.

01

Reports they could not trust

Each ad platform reports on itself, and its numbers can look better than the real result.

02

No easy comparison

Comparing Facebook with Google meant advanced spreadsheet work most marketers did not have time for.

03

No time

Collecting the data was the slowest part of their day, before any analysis began.

The research

25
people sorted 65 cards to shape the navigation
7
one-hour interviews with freelancers and agency staff
9
usability tests with marketing and e-commerce professionals
30+
design iterations, reviewed in daily stand-ups across time zones

The card sort overturned the team's plan. None of the menu categories we had assumed made sense to users.

I renamed the categories, added a new one and reorganised what sat under each. That small study also changed how the founders saw research: it had just saved them from building the wrong navigation.

0 of 6

of the menu names we planned survived a test with real users. They also added a seventh we had not thought of.

What we assumed What 25 marketers chose
Customer journey
Strategy and channel metrics
Sales funnel and media performance
Channel effectiveness
Repurchase analysis
Customer lifetime value
Basket analysis
Sales funnel data
Campaign and creatives
Creative
Marketing investment
Sales analytics
Nothing in our plan
Campaign performance (new, created by users)

25 people sorted 65 cards in their own way, before a single screen was designed. Without that test, the product would have shipped with a menu its own users did not recognise.

Affinity map of 1PD research pain points grouped into themes
Pain points from the interviews, grouped into themes. Data inaccuracy, tools that do not talk to each other and lack of efficiency became the three problems above.

The first version

Different marketers needed different numbers, so the key decision was a dashboard each person can arrange for themselves.

I went from sketches to tested prototypes, working in Figma with the developers so that design questions were settled on the file itself. The founders launched this version to market.

Original 1PD reporting dashboard before the AI assistant concept
The dashboard design from 2022. The empty card on the right is where each person adds the metrics they care about.

My own follow-up project · Prototype, not released

Then I tested an AI assistant

Testing the first version showed people struggling to find information deep in the menus, newer users most of all. So I prototyped a chat assistant that sits beside the menu, answers questions in plain language and saves the history. Nine marketers tried it.

They wanted both

More than half asked to keep the traditional dashboard next to the assistant.

They checked its answers

People repeatedly wanted to verify the numbers the AI gave them.

Experts went to the source

Experienced analysts still opened the raw data, and used the AI to work backwards from a result.

The decision that followed: AI is a choice, not a replacement. The assistant sits alongside the dashboard, and every answer can be traced to its data.

1PD AI assistant concept with suggested reports and customer revenue graph
The assistant prototype. A marketer asks a question in plain language and gets a chart back. The original menu stays on the left, and frequent and favourite reports are one click away.

What happened

The first version launched and the contract finished ahead of schedule. 1PD then invested in a sales team to take the dashboard to market, and it has been live and in active use since end 2022.

The AI assistant stayed my own project. After my contract ended, I kept going: when OpenAI launched its API in 2023, I built the integration myself and carried the research, testing and iterations forward from there.

What I took from it is a rule I now apply to every AI feature: people need to stay in control and be able to check the answer.

Visit 1PD Read the full write-up on Medium